HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Quarter Est. Return
1 Year Est. Return
+37.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.26M
3
+$2.55M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.16M

Top Sells

1
+$1.02M
2
+$684K
3
+$650K
4
CPB icon
Campbell Soup
CPB
+$571K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$536K

Sector Composition

1 Industrials 21.78%
2 Healthcare 13.89%
3 Technology 2.54%
4 Consumer Staples 2.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.17%
3,733
-231
52
$301K 0.17%
14,527
-398
53
$298K 0.16%
4,273
+21
54
$293K 0.16%
3,665
55
$291K 0.16%
2,745
-4,202
56
$285K 0.16%
3,204
-24
57
$282K 0.16%
2,661
+186
58
$275K 0.15%
+21,707
59
$271K 0.15%
4,660
+100
60
$270K 0.15%
12,715
61
$268K 0.15%
5,649
-800
62
$267K 0.15%
1,788
+15
63
$262K 0.14%
8,134
-9,181
64
$262K 0.14%
1,196
-80
65
$254K 0.14%
+13,350
66
$254K 0.14%
5,922
67
$247K 0.14%
5,350
-12,375
68
$240K 0.13%
6,974
+229
69
$240K 0.13%
18,668
-4,912
70
$226K 0.13%
3,091
71
$224K 0.12%
+7,630
72
$222K 0.12%
+4,593
73
$218K 0.12%
1,120
+32
74
$218K 0.12%
8,837
+1,450
75
$215K 0.12%
15,303
-4,116
1 2
3
4